Account Manager
Job Overview
Job Title: Account Manager
Location: Remote (LATAM – Costa Rica preferred)
Work Hours: Full-time | EST Time Zone
Salary: $1,500 – $2,000/month
Languages Required: Fluent English and Spanish (spoken and written)
Reports to: COO
About the Role
Our client is seeking a skilled Account Manager to serve as the primary point of contact for international clients pursuing financing for U.S. real estate investments. From the first conversation through post-closing support, you will guide clients through the lending process, build trust, and ensure a smooth, clear, and successful experience.
You will also oversee and coordinate with Processing Managers to ensure timely and accurate completion of all back-office and support tasks related to each loan file.
Key Responsibilities
Conduct introductory calls with potential clients, providing an overview of financing options
Collect and analyze client information to match them with optimal loan terms
Present loan proposals, address questions, and communicate the value of the services
Manage ongoing client communications and foster long-term relationships
Host post-signing kick-off calls with clients and the Processing Manager to clarify next steps and required documentation
Support the Processing Manager in handling client escalations or complex questions
Monitor loan progress and manage client expectations
Promote client satisfaction to encourage referrals and repeat business
Ideal Candidate Profile
Strong communication and relationship-building skills
Confident in presenting and selling financing solutions, especially to international investors
Highly organized with the ability to manage multiple clients and transactions simultaneously
Proven leadership and coordination abilities, especially when working cross-functionally
Strategic thinker with solid problem-solving skills